Vishria Bird Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$443K	Buy	780 +231	+42%	+$131K	0.15%	60
2025 Q1	$282K	Hold	549	–	–	0.1%	75
2024 Q4	$296K	Hold	549	–	–	0.1%	69
2024 Q3	$290K	Buy	+549	New	+$290K	0.11%	72